Printing the Sales Exceptions Report
The Sales Exceptions Report, also known as the Margin Report or Bad Margin Report, shows items sold with profit margins that fall outside your normal range of margins. Unlike most reports, the range you specify for this report is exclusive rather than inclusive.
The default sorts for this report are salesperson number and customer account number. There are no default limits for this report.
In the (UR) Sales Reports screen, select the [B] Items Sold Restock Report code.
In the Margins From and To fields, enter a range of normal gross profit percentages. The lower end of this range should represent the smallest percentage of profit that you can afford to make on a sale. The higher percentage should represent a gross profit percentage that is probably not attainable unless you enter incorrect costs.
For example, if you entered a range of 15% to 75%, the only items appearing on the report would be those with a gross profit percentage of less than 15% and over 75%.
Use the Cost Type field to specify which cost prints on the report.
To print the manufacturer’s cost, type M. It is the current cost to buy the item from your manufacturer. This cost is displayed in the Direct Buy/Cost boxes in the Item Master tab. If no manufacturer’s cost is specified for an item, the cost defaults to the wholesaler’s cost. If a manufacturer’s record exists for an item but has no cost, the report prints a zero cost.
To print the wholesaler’s cost, type W. It is the current cost to buy the item from your wholesaler. This cost is displayed in the Primary (Whl.)/Cost boxes in the Item Master tab. If no wholesaler’s cost is specified for an item, the cost defaults to the average or actual cost. If a wholesaler’s record exists for an item but has no cost, the report prints a zero cost.
To print the average or actual cost, type A. It is the one listed in the Purchasing/Cost boxes in the Item Master tab at the time of the order. It also can be the cost from a received purchase order. Both of these costs are in the file JOUR-S. If you have accurate on-hand inventory, this is your true cost.
To print the pricing cost, type P. It is the cost in file JOUR-S that is assigned to the customer in order entry when an item is sold. If a pricing cost does not exist for an item, the cost default to the average or actual cost.
Limits define the information included in a report. You set limits by specifying a range of information (account numbers, item numbers and customer names, for example). Information falling within the range is included in the report; information outside the range is excluded. For example, when generating a salesperson report, you can limit the report to only salesperson numbers within a certain range, or even to one specific salesperson number.
You can set several limits for a report. However, a record must meet all the limits to be included in the report.
To limit the report, tab to the fields to use and enter the beginning range in the From field. Enter the ending value in the To field. To limit the report to a single piece of information, enter the same thing in both From and To fields.
To include all of the applicable information, press Enter. Go to Step 5.
Use the Slsm From and To fields to limit by salesperson number.
Use the Cust From and To fields to limit by customer number.
Use the Invoice From and To fields to limit by assigned invoice numbers and their extensions. If you specify invoice numbers with no extensions, all invoices with the specified number print.
Use the Contract From and To fields to limit by contract number.
Use the Dates From and To fields to limit by invoice date.
Use the District From and To fields to limit by tax district.
Use the Writer From and To fields to limit by order-taker number.
Use the I Dept From and To fields to limit by inventory department.
Use the Class and To fields to limit by inventory stock class. To show only items on which commissions are paid, press Tab in the Class field and type X in the To field.
In the Location field, enter the G/L location for which to print this report.
In the Printer field, enter the name of the printer to use.
Note: You must use wide paper or set your printer for compressed print (17 characters per inch) to print this report. To set your printer for compressed print, change the print setting manually. Refer to your printer manual for instructions.
In the Copies field, enter the number of copies to print.
In the Totals Only field, press Tab. This field does not apply.
In the File field, enter the name of the sales journal from which to gather information. To accept the default sales journal, JOUR-S, press Tab. To print this report using information from a previous month’s sales journal, enter the name you gave to that file during the month-end procedure.
In the Volume field, enter the volume serial of the unit where the file is located. The default volume serial comes from the Sales Jour field in the Volume Serials Record of the (LØ) screen. To accept the default volume serial, press Tab. The report prints.
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